A complete list of active advisors currently associated with Stafford Financial, LLC

Warmer can help you find a great advisor at Stafford Financial, LLC or one who fits your needs even better.

Stafford Financial serves individual and high-net-worth clients, as well as charitable and business entities, delivering investment advisory services, financial planning, and ongoing comprehensive planning subscriptions. The firm implements client portfolios primarily through third‑party/“outside” managers and model portfolios, including a technology-driven model provider (XY Investment Solutions), and assists clients with manager selection and account setup. The firm’s investment approach emphasizes passive portfolio construction guided by Modern Portfolio Theory, supplemented by fundamental and cyclical analysis when appropriate, with discretionary management of model allocations and periodic plan reviews. Stafford Financial also offers a broad financial planning scope—covering retirement, tax-efficiency, estate, insurance, and business planning—and integrates those plans into the investment implementation process. Compared with peers, the firm is a small advisory practice managing roughly $14.5 million across about 21 client accounts and recently transitioned from a sole proprietorship to a small multi‑adviser LLC. It is notable for sponsoring a wrap fee program (an uncommon feature among similar firms) and for offering educational seminars and paid speaking engagements (including occasional pro‑bono presentations); the firm’s principal also maintains employment outside the advisory business.

To learn more about the advisors currently working at Stafford Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.